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Associate Financial Consultant Jobs in Oregon (NOW HIRING)

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Gresham, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Portland, OR · Hybrid

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Portland, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Gresham, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Portland, OR · On-site

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Mariner

Associate Wealth Advisor (AWA)

Mcminnville, OR · On-site

$83K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create ... consulting, mutual funds, money manager programs, insurance and financial planning * Previous ...

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All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Oregon

Associate Financial Consultant information

See Oregon salary details

$48.1K

$109.8K

$184K

How much do associate financial consultant jobs pay per year?

As of Aug 20, 2026, the average yearly pay for associate financial consultant in Oregon is $109,827.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $132,200.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What is the difference between Associate Financial Consultant vs Financial Advisor?

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

What are the most commonly searched types of Financial Consultant jobs in Oregon?

The most popular types of Financial Consultant jobs in Oregon are:

What are popular job titles related to Associate Financial Consultant jobs in Oregon?

For Associate Financial Consultant jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Associate Financial Consultant jobs in Oregon look for?

The top searched job categories for Associate Financial Consultant jobs in Oregon are:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Oregon as of June 2026, with employment types broken down into 72% Full Time, 21% Part Time, and 7% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $109,827 per year, or $52.8 per hour.

Financial Consultant

Fisher Investments

Gresham, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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